Assets by plan
Share of aggregate retirement assets
88%top
Filings through .
Sponsor portfolio
Byrne & Company Wealth Management, LLC
EIN 45-4364086financial servicesLatest filing 2025
Plans
2
Retirement
2
$588K assets
Welfare
0
Participants
4
PO BOX 1036 - OLYMPIA, WA 98507360-338-0645byrneandcowealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $588K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BYRNE & COMPANY WEALTH MANAGEMENT, LLC 401(K) PSP
401(k)
Assets$519K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BYRNE & COMPANY WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$69K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC 401(K) PSP | 401(k) | $519K | 2 | 2025 | |
| 002 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN | Traditional DB | $69K | 2 | 2025 |
Retirement plans